Ian Lees and Co - Asset Management Are The Independent Financial Advice Company For St Albans
Ian Lees & Co - Asset Management
St Albans
The Independent Financial Advice Company, Based In St Albans, Creators Of The Unique LifeSmart Financial Planning™ System
What does Lifestyle mean to you?
Lifestyle means different things to different people
It may mean that autumn break in Barcelona, a celebratory cruise or a sporty car. Alternatively, it could mean designer clothes, a holiday home in the sun or a portfolio of investments
Whatever it means to you, would you want to give it up now or at 65? 75? 85?
If your lifestyle is to be maintained into retirement, it has to be cherished & protected
At Ian Lees & Co - Asset Management We Offer Independent Financial Advice Using The LifeSmart Financial Planning™ System. We Plan To Ensure That Your Current Standard Of Living Will Continue Until You Are 100!
The LifeSmart Financial Plan™
The LifeSmart Financial Plan™ is a unique service for professionals & their families. It is for individuals who want personal, objective advice in organising their financial affairs in order to meet their long term lifestyle goals
Using our unique LifeSmart™ system, we will ensure that your financial plan will meet your requirements.
To do this, we will:
Gather & assemble the relevant financial information.
Establish & agree financial objectives, intentions & attitude to risk.
Process & analyse the information.
Construct your comprehensive LifeSmart Financial Plan™
Implement the recommendations & the Plan
Regularly review & update the Plan
For Sound Independent Financial Advice
Contact Ian Lees & Co - Asset Management
On St Albans (01727) 833857
or
www.ianleesassetmanagement.com
Long-term planning
One of the most important points in the LifeSmart™ process is to ensure that your Plan is reviewed regularly.This will ensure that any changes in external conditions or in your objectives are taken into account & considered in light of your goals & aspirations.
We are selective about the clients with whom we work as the LifeSmart Financial Plan™ is a long-term process. Our clients commit to work with us for a minimum of a year although ideally we prefer a commitment of three years. This is because, in order to see the maximum return from your Plan, it needs to be followed for a consistent period of time.
Why not let us explain more in a confidential meeting
Be LifeSmart™ financially - Contact us today for an initial consultation & ensure your future lifestyle
St Albans (01727) 833857
or
www.ianleesassetmanagement.com
Please mention thebestofstalbans when contacting Ian Lees & Co